Sr Trade Planning Analyst

Sargento Foods • Plymouth, WI

1d • Hybrid

About The Position

The Senior Trade Planning Analyst is responsible for developing, analyzing, and optimizing trade promotion strategies to drive profitable growth. This role partners cross-functionally with Sales, Finance, and Brand to ensure trade investments are planned effectively, executed efficiently, and evaluated rigorously. The analyst plays a key role in improving trade ROI, forecasting accuracy, and decision-making through data-driven insights.

Requirements

• Bachelor’s degree required
• 5+ years of related experience
• Proficient in Microsoft Office required
• Syndicated data experience required: Circana/IRI or Nielsen

Nice To Haves

• CPG experience preferred

Responsibilities

• Lead the analysis of customer sales and business plans to identify gaps, opportunities, and risks while quantifying financial and profitability impacts
• Actively consult with cross-functional teams (Sales, Finance, Demand Planning, Customer Support, Analytics) to develop holistic, data-driven recommendations
• Provide clear insights, recommendations, and next steps to Sales Managers, Directors, and VP-Sales
• Lead the implementation of approved changes to customer business plans within the Trade Management System
• Clearly communicate changes in tactics, assumptions, and downstream implications
• Consult on the application of trade plan adjustments across other customer teams
• Serve as the subject matter expert for trade processes and Trade Promotion Management (TPM) systems
• Manage and guide Broker Agency Financial Managers in the execution of strategic initiatives within the TPM system
• Consult on enhancements, upgrades, and best practices for trade planning tools and systems
• Lead training for Field Sales Managers and Broker Agency partners on trade processes, systems, and governance
• Analyze and report on: Customer pricing strategies and execution, Promotional and merchandising effectiveness, Competitive dynamics and implications
• Maintain deep knowledge of customer promotion policies, tendencies, and constraints
• Utilize post-promotion analysis and other analytic tools to evaluate promotion lift, baseline impact, and ROI
• Apply customer segmentation and PNOC (Profit Net of Costs) principles when evaluating customer profitability and volumetric impact
• Lead customer-level trade budget planning, monitoring, and analysis
• Analyze weekly scorecards to identify opportunities for optimization or course correction
• Lead and manage the trade and slotting exception process, acting as process owner and expert
• Coordinate and oversee deductions resolution and monitor timely closing and settlement of trade events
• Lead cross-functional reconciliation of customer order pricing against approved offers in collaboration with Customer Support and Demand Planning

Benefits

• Comprehensive medical including Fertility, Adoption benefits, Dental, and Vision Insurance
• Remote ½ day Fridays
• Onsite Health & Wellness Center
• Employer 401K contribution in the top 1% of the nation
• Relocation Assistance
• Tuition Assistance
• Access to Employee Store

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 501-1,000 employees